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Growth and Income Portfolios

We recognise that choosing how to invest your money can seem daunting. To help you choose investments that are appropriate to you, we have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.

Growth Portfolios

The Growth Portfolios are designed for investors aiming to build up the value of their wealth and achieve capital growth over the medium to long term, for example those investing for the future, investing for retirement or investing to pay future school or university fees. There are six Growth Portfolios, with differing levels of risk.

The Income Portfolios aim to generate an attractive and sustainable level of income. These Portfolios may be appropriate for investors who are looking to generate additional income for retirement. There are three Income Portfolios, with differing levels of risk. The higher risk Portfolios will not necessarily provide a higher level of income, but they have greater potential for rising income and capital growth over the medium to long term.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.